0001697715-24-000006.txt : 20241010
0001697715-24-000006.hdr.sgml : 20241010
20241010165324
ACCESSION NUMBER: 0001697715-24-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241010
DATE AS OF CHANGE: 20241010
EFFECTIVENESS DATE: 20241010
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: HCR Wealth Advisors
CENTRAL INDEX KEY: 0001697715
ORGANIZATION NAME:
IRS NUMBER: 954181883
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17911
FILM NUMBER: 241365703
BUSINESS ADDRESS:
STREET 1: 10866 WILSHIRE BLVD #1600
CITY: LOS ANGELES
STATE: CA
ZIP: 90024
BUSINESS PHONE: 310-473-5454
MAIL ADDRESS:
STREET 1: 10866 WILSHIRE BLVD #1600
CITY: LOS ANGELES
STATE: CA
ZIP: 90024
13F-HR
1
primary_doc.xml
X0202
13F-HR
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false
true
false
0001697715
XXXXXXXX
09-30-2024
09-30-2024
HCR Wealth Advisors
10866 WILSHIRE BLVD #1600
LOS ANGELES
CA
90024
13F HOLDINGS REPORT
028-17911
000108676
801-56452
N
Steve Weinberger
Senior Managing Director
310-473-5445
Steve Weinberger
Los Angeles
CA
10-10-2024
0
229
764157553
false
INFORMATION TABLE
2
hcr13f093024data.xml
Abbvie Inc Com
Common Stock
00287Y109
2804563
14201
SH
SOLE
14201
0
0
Accenture PLC F Class A
Common Stock
G1151C101
335099
948
SH
SOLE
948
0
0
Adobe Inc
Common Stock
00724F101
1779092
3436
SH
SOLE
3436
0
0
Advanced Micro Device In
Common Stock
007903107
541052
3297
SH
SOLE
3297
0
0
Aflac Inc
Common Stock
001055102
1033138
9240
SH
SOLE
9240
0
0
Allstate Corp
Common Stock
020002101
1881138
9919
SH
SOLE
9919
0
0
Alnylam Pharmaceutl
Common Stock
02043Q107
254127
924
SH
SOLE
924
0
0
Alphabet Inc
Common Stock
02079K305
15914059
95954
SH
SOLE
95954
0
0
Alphabet Inc. Class C
Common Stock
02079K107
3714127
22215
SH
SOLE
22215
0
0
Alps Alerian MLP ETF
ETF
00162Q452
1502047
31870
SH
SOLE
31870
0
0
Altria Group Inc
Common Stock
02209S103
1081627
21191
SH
SOLE
21191
0
0
Amazon.Com Inc
Common Stock
023135106
9565064
51334
SH
SOLE
51334
0
0
Ameren Corp
Common Stock
023608102
288967
3304
SH
SOLE
3304
0
0
American Express Co
Common Stock
025816109
562740
2075
SH
SOLE
2075
0
0
American States Water Co
Common Stock
029899101
964947
11585
SH
SOLE
11585
0
0
American Water Works
Common Stock
030420103
3950968
27017
SH
SOLE
27017
0
0
Ametek Inc
Common Stock
031100100
19295396
112372
SH
SOLE
112372
0
0
Amgen Inc.
Common Stock
031162100
1527919
4742
SH
SOLE
4742
0
0
Amplify Ai Powered Equity ETF
ETF
032108565
228673
6092
SH
SOLE
6092
0
0
Amplify Cybersecurity ETF
ETF
032108664
343107
5025
SH
SOLE
5025
0
0
Amplify TRNSFRMTNL Data SHRNG ETF
ETF
032108607
263202
7015
SH
SOLE
7015
0
0
Aon PLC F Class A
Common Stock
G0403H108
233889
676
SH
SOLE
676
0
0
Apple Inc
Common Stock
037833100
123613159
530528
SH
SOLE
530528
0
0
Asml Holding N V F Sponsored ADR
Common Stock
N07059210
309135
371
SH
SOLE
371
0
0
Autonation Inc Com
Common Stock
05329W102
4411719
24657
SH
SOLE
24657
0
0
Autozone Inc Com
Common Stock
053332102
5058964
1606
SH
SOLE
1606
0
0
Bank Of America Corp
Common Stock
060505104
2229428
56185
SH
SOLE
56185
0
0
Berkshire Hathaway
Common Stock
084670702
5031562
10932
SH
SOLE
10932
0
0
BlackRock Flexible Income ETF
ETF
092528603
4390260
82014
SH
SOLE
82014
0
0
BlackRock Inc
Common Stock
09247X101
214589
226
SH
SOLE
226
0
0
Blackstone Inc
Common Stock
09260D107
453498
2961
SH
SOLE
2961
0
0
Boeing Co
Common Stock
097023105
2963108
19489
SH
SOLE
19489
0
0
Bristol-Myers Squibb
Common Stock
110122108
593594
11472
SH
SOLE
11472
0
0
Broadcom Inc
Common Stock
11135F101
2116460
12269
SH
SOLE
12269
0
0
C V B Finl Corp
Common Stock
126600105
178200
10000
SH
SOLE
10000
0
0
Cadiz Inc
Common Stock
127537207
1381440
455921
SH
SOLE
455921
0
0
Carrier Global Corp
Common Stock
14448C104
521436
6478
SH
SOLE
6478
0
0
Caterpillar
Common Stock
149123101
1483844
3793
SH
SOLE
3793
0
0
Charles Schwab Corp
Common Stock
808513105
840873
12974
SH
SOLE
12974
0
0
Chevron Corp.
Common Stock
166764100
3161064
21464
SH
SOLE
21464
0
0
Chipotle Mexican GRL
Common Stock
169656105
386054
6700
SH
SOLE
6700
0
0
Church &dwight Co
Common Stock
171340102
1219778
11648
SH
SOLE
11648
0
0
Clorox Co Com
Common Stock
189054109
1108268
6802
SH
SOLE
6802
0
0
CME Group Inc
Common Stock
12572Q105
2263687
10259
SH
SOLE
10259
0
0
Coca-Cola
Common Stock
191216100
710156
9882
SH
SOLE
9882
0
0
Colgate-Palmolive Co
Common Stock
194162103
283401
2730
SH
SOLE
2730
0
0
Comcast Corp Class A
Common Stock
20030N101
210311
5035
SH
SOLE
5035
0
0
Conocophillips Com
Common Stock
20825C104
3777668
35882
SH
SOLE
35882
0
0
Consolidated Edison
Common Stock
209115104
227628
2186
SH
SOLE
2186
0
0
Constellation Brands
Common Stock
21036P108
2255062
8751
SH
SOLE
8751
0
0
Costco Wholesale
Common Stock
22160K105
7121982
8033
SH
SOLE
8033
0
0
CSX Corp
Common Stock
126408103
257110
7446
SH
SOLE
7446
0
0
Danaher Corp
Common Stock
235851102
259392
933
SH
SOLE
933
0
0
Deere & Co
Common Stock
244199105
260060
623
SH
SOLE
623
0
0
Dell Technologies Inc Class C
Common Stock
24703L202
1768894
14922
SH
SOLE
14922
0
0
Discover Finl S
Common Stock
254709108
457205
3259
SH
SOLE
3259
0
0
Eaton Corp PLC F
Common Stock
G29183103
484233
1461
SH
SOLE
1461
0
0
Editas Medicine Incorpor
Common Stock
28106W103
57970
17000
SH
SOLE
17000
0
0
Energy Select Sector SPDR ETF
ETF
81369Y506
1021764
11637
SH
SOLE
11637
0
0
ExxonMobil
Common Stock
30231G102
2466504
21041
SH
SOLE
21041
0
0
Fedex Corp Com
Common Stock
31428X106
1680899
6141
SH
SOLE
6141
0
0
First Dorsey Wright Focus 5 ETF IV
ETF
33738R605
515106
8840
SH
SOLE
8840
0
0
First Trust Managed Municipal ETF IV
ETF
33739N108
433554
8344
SH
SOLE
8344
0
0
First Trust Preferred Securities and Income ETF
ETF
33739E108
15967871
882202
SH
SOLE
882202
0
0
First Trust TCW Opportunistic Fixed Income ETF
ETF
33740F805
1683018
37202
SH
SOLE
37202
0
0
Freeport-Mcmoran Inc
Common Stock
35671D857
1508309
30214
SH
SOLE
30214
0
0
Gabelli Equity CF
Fund
362397101
413687
75353
SH
SOLE
75353
0
0
General Electric Co
Common Stock
369604301
606612
3216
SH
SOLE
3216
0
0
Glycomimetics Inc
Common Stock
38000Q102
16900
100000
SH
SOLE
100000
0
0
Goldman Sachs Group
Common Stock
38141G104
718899
1452
SH
SOLE
1452
0
0
Grayscale Bitcoin TR BTC
Fund
389637109
901425
17850
SH
SOLE
17850
0
0
Home Depot
Common Stock
437076102
3657666
9026
SH
SOLE
9026
0
0
Honeywell
Common Stock
438516106
2393646
11579
SH
SOLE
11579
0
0
IBM
Common Stock
459200101
387774
1754
SH
SOLE
1754
0
0
Intercontinental Exchange Inc
Common Stock
45866F104
3667357
22829
SH
SOLE
22829
0
0
Intuit Inc
Common Stock
461202103
811026
1306
SH
SOLE
1306
0
0
Intuitive Surgical
Common Stock
46120E602
525167
1069
SH
SOLE
1069
0
0
Invesco FTSE Rafi US 1000 ETF
ETF
46137V613
243780
6000
SH
SOLE
6000
0
0
Invesco QQQ Trust
ETF
46090E103
5386717
11036
SH
SOLE
11036
0
0
Invesco S&P 500 Low Volatility ETF
ETF
46138E354
380761
5308
SH
SOLE
5308
0
0
Invesco Senior Loan ETF
ETF
46138G508
3110743
148060
SH
SOLE
148060
0
0
iShares 3-7 Year Treasury Bond ETF
ETF
464288661
1479513
12370
SH
SOLE
12370
0
0
iShares 7-10 Year Treasury Bond ETF
ETF
464287440
2111542
21520
SH
SOLE
21520
0
0
iShares Biotechnology ETF
ETF
464287556
1558867
10706
SH
SOLE
10706
0
0
iShares Bitcoin ETF
ETF
46438F101
1082996
29975
SH
SOLE
29975
0
0
iShares California Muni Bond ETF
ETF
464288356
1356984
23352
SH
SOLE
23352
0
0
iShares Core High (dividend Etf)
ETF
46429B663
539287
4585
SH
SOLE
4585
0
0
iShares Core MSCI EAFE ETF
ETF
46432F842
1274696
16331
SH
SOLE
16331
0
0
iShares Core MSCI Emerging ETF
ETF
46434G103
11276683
196423
SH
SOLE
196423
0
0
iShares Core S&P 500 ETF
ETF
464287200
20150928
34934
SH
SOLE
34934
0
0
iShares Core S&P Small-Cap ETF
ETF
464287804
43003665
367678
SH
SOLE
367678
0
0
iShares Core S&P Total US Stock Mark
ETF
464287150
847558
6747
SH
SOLE
6747
0
0
iShares High Yield Corporat Bond ETF
ETF
46434V407
2171362
50008
SH
SOLE
50008
0
0
iShares iBoxx $ (investment Grade Corporate Bond Etf)
ETF
464287242
585914
5186
SH
SOLE
5186
0
0
iShares JP Morgan Usd Emerging Marke
ETF
464288281
499436
5337
SH
SOLE
5337
0
0
iShares Morningstar US Equity ETF
ETF
464287127
200927
2536
SH
SOLE
2536
0
0
iShares MSCI EAFE ETF
ETF
464287465
423335
5062
SH
SOLE
5062
0
0
iShares MSCI Emerging Markets ETF
ETF
464287234
271899
5928
SH
SOLE
5928
0
0
iShares MSCI USA Esg Select ETF
ETF
464288802
316332
2628
SH
SOLE
2628
0
0
iShares MSCI USA QLTY Fact ETF
ETF
46432F339
282935
1578
SH
SOLE
1578
0
0
iShares Preferred Income Sec ETF IV
ETF
464288687
1392700
41910
SH
SOLE
41910
0
0
iShares Russell 1000 Growth ETF
ETF
464287614
258095
687
SH
SOLE
687
0
0
iShares Russell 2000 ETF
ETF
464287655
1060164
4799
SH
SOLE
4799
0
0
iShares S&P 500 Growth ETF
ETF
464287309
673792
7037
SH
SOLE
7037
0
0
iShares S&P 500 Value ETF
ETF
464287408
437914
2221
SH
SOLE
2221
0
0
iShares S&P Mid Cap 400 GRWTH ETF
ETF
464287606
366892
3991
SH
SOLE
3991
0
0
iShares S&P Mid Cap 400 Value ETF
ETF
464287705
214846
1737
SH
SOLE
1737
0
0
iShares Select Dividend ETF
ETF
464287168
475851
3523
SH
SOLE
3523
0
0
iShares Short Term NTNL Mun BND ETF
ETF
464288158
424760
4000
SH
SOLE
4000
0
0
iShares TIPS Bond ETF
ETF
464287176
479992
4345
SH
SOLE
4345
0
0
iShares TR 20 YR TR (BD Etf)
ETF
464287432
4627377
47170
SH
SOLE
47170
0
0
iShares Treasury Floating Rate B ETF
ETF
46434V860
2051071
40535
SH
SOLE
40535
0
0
iShares Trust 1-3 (year Treasury Bond Etf)
ETF
464287457
4977608
59863
SH
SOLE
59863
0
0
iShares US Aerospace Defense ETF
ETF
464288760
346266
2314
SH
SOLE
2314
0
0
iShares US Financials ETF
ETF
464287788
428587
4124
SH
SOLE
4124
0
0
iShares US Real Estate ETF
ETF
464287739
579894
5692
SH
SOLE
5692
0
0
iShares US Technology ETF
ETF
464287721
1463384
9651
SH
SOLE
9651
0
0
Janus Henderson Aaa Clo ETF IV
ETF
47103U845
1631617
32067
SH
SOLE
32067
0
0
Johnson & Johnson
Common Stock
478160104
1921711
11858
SH
SOLE
11858
0
0
Johnson Controls Inter F
Common Stock
G51502105
1259222
16225
SH
SOLE
16225
0
0
JPMorgan Chase & Co
Common Stock
46625H100
6340176
30068
SH
SOLE
30068
0
0
Kennedy Wilson HLDGS
Common Stock
489398107
210403
19041
SH
SOLE
19041
0
0
L3harris
Common Stock
502431109
2947621
12391
SH
SOLE
12391
0
0
Lilly Eli & Co
Common Stock
532457108
1262995
1425
SH
SOLE
1425
0
0
Linde PLC F
Common Stock
G54950103
533606
1119
SH
SOLE
1119
0
0
Lockheed Martin Corp
Common Stock
539830109
854042
1461
SH
SOLE
1461
0
0
Magnite Inc
Common Stock
55955D100
180050
13000
SH
SOLE
13000
0
0
Marsh & MC Lennan Co
Common Stock
571748102
327273
1467
SH
SOLE
1467
0
0
Martin Marietta Material
Common Stock
573284106
228756
425
SH
SOLE
425
0
0
Marvell Technology Inc
Common Stock
573874104
748389
10377
SH
SOLE
10377
0
0
Mastercard
Common Stock
57636Q104
1886918
3821
SH
SOLE
3821
0
0
McCormick &company
Common Stock
579780206
448781
5453
SH
SOLE
5453
0
0
McDonalds
Common Stock
580135101
1634283
5366
SH
SOLE
5366
0
0
Merck &co. Inc Com
Common Stock
58933Y105
2394866
21089
SH
SOLE
21089
0
0
Meta Platforms Inc
Common Stock
30303M102
10249683
17905
SH
SOLE
17905
0
0
MGM Resorts Intl
Common Stock
552953101
439058
11232
SH
SOLE
11232
0
0
Micron Technology
Common Stock
595112103
245066
2363
SH
SOLE
2363
0
0
Microsoft
Common Stock
594918104
20234461
47024
SH
SOLE
47024
0
0
Mondelez Intl Class A
Common Stock
609207105
279221
3790
SH
SOLE
3790
0
0
Moodys Corp
Common Stock
615369105
284754
600
SH
SOLE
600
0
0
Morgan Stanley
Common Stock
617446448
2690018
25806
SH
SOLE
25806
0
0
Netflix Inc
Common Stock
64110L106
2199446
3101
SH
SOLE
3101
0
0
Nexstar Media Group Inc Com CL A
Common Stock
65336K103
826750
5000
SH
SOLE
5000
0
0
Nextera Energy Inc
Common Stock
65339F101
3444060
40743
SH
SOLE
40743
0
0
Nike Inc Class B Com
Common Stock
654106103
718666
8129
SH
SOLE
8129
0
0
Nokia Oyj F Sponsored ADR
Common Stock
654902204
67319
15405
SH
SOLE
15405
0
0
Northrop Grumman Co
Common Stock
666807102
271430
514
SH
SOLE
514
0
0
Novo-Nordisk As Vormal F Sponsored ADR
Common Stock
670100205
1423377
11954
SH
SOLE
11954
0
0
NRG Energy Inc
Common Stock
629377508
325044
3568
SH
SOLE
3568
0
0
Nvidia Corp
Common Stock
67066G104
32152958
264764
SH
SOLE
264764
0
0
Oracle Corp
Common Stock
68389X105
4217491
24750
SH
SOLE
24750
0
0
Pacer US Cash Cows 100 ETF
ETF
69374H881
275444
4763
SH
SOLE
4763
0
0
Palo Alto Networks
Common Stock
697435105
11638973
34052
SH
SOLE
34052
0
0
Parker-Hannifin Corp
Common Stock
701094104
391096
619
SH
SOLE
619
0
0
Pepsico Inc
Common Stock
713448108
445244
2618
SH
SOLE
2618
0
0
Philip Morris Intl
Common Stock
718172109
767953
6325
SH
SOLE
6325
0
0
Phillips 66
Common Stock
718546104
342295
2604
SH
SOLE
2604
0
0
PIMCO Active Bond ETF
ETF
72201R775
995297
10520
SH
SOLE
10520
0
0
PIMCO Enhanced SHRT Maturty Actv ETF
ETF
72201R833
2257872
22424
SH
SOLE
22424
0
0
Procter & Gamble
Common Stock
742718109
1737949
10034
SH
SOLE
10034
0
0
Progressive Co Ohio
Common Stock
743315103
382416
1507
SH
SOLE
1507
0
0
ProShares Large Cap Core Plus ETF
ETF
74347R248
1680988
25714
SH
SOLE
25714
0
0
Pub SVC Enterpise GP
Common Stock
744573106
206877
2319
SH
SOLE
2319
0
0
Qualcomm Inc
Common Stock
747525103
238078
1400
SH
SOLE
1400
0
0
Quanta Services Inc
Common Stock
74762E102
1694391
5683
SH
SOLE
5683
0
0
Quantumscape Corp Class A
Common Stock
74767V109
57500
10000
SH
SOLE
10000
0
0
Regeneron Pharms Inc
Common Stock
75886F107
291193
277
SH
SOLE
277
0
0
Rocket Cos Inc Com
Common Stock
77311W101
1500792
78207
SH
SOLE
78207
0
0
RTX Corp
Common Stock
75513E101
629186
5193
SH
SOLE
5193
0
0
Salesforce
Common Stock
79466L302
371698
1358
SH
SOLE
1358
0
0
Schwab International Equity ETF
ETF
808524805
308975
7514
SH
SOLE
7514
0
0
Schwab U.S. TIPS ETF
ETF
808524870
227444
4241
SH
SOLE
4241
0
0
Schwab US Dividend Equity ETF
ETF
808524797
200017
2366
SH
SOLE
2366
0
0
Schwab US Large Cap Growth ETF
ETF
808524300
4274242
41027
SH
SOLE
41027
0
0
Schwab US Small Cap ETF
ETF
808524607
318775
6189
SH
SOLE
6189
0
0
Select Sector Health Care SPDR ETF
ETF
81369Y209
339768
2206
SH
SOLE
2206
0
0
Select STR Financial Select SPDR ETF
ETF
81369Y605
255943
5647
SH
SOLE
5647
0
0
Sempra
Common Stock
816851109
530055
6338
SH
SOLE
6338
0
0
ServiceNow Inc
Common Stock
81762P102
2769031
3096
SH
SOLE
3096
0
0
Shell PLC F Sponsored ADR
Common Stock
780259305
240783
3651
SH
SOLE
3651
0
0
Sherwin Williams Co
Common Stock
824348106
699982
1834
SH
SOLE
1834
0
0
Snap Inc Class A
Common Stock
83304A106
257677
24082
SH
SOLE
24082
0
0
SPDR Bloomberg 1 3 MNTH T BLL ETF
ETF
78468R663
762941
8310
SH
SOLE
8310
0
0
SPDR Dow Jones Industrial Avrg ETF
ETF
78467X109
735016
1737
SH
SOLE
1737
0
0
SPDR Fund Consumer Staples ETF
ETF
81369Y308
248917
2999
SH
SOLE
2999
0
0
SPDR Gold TR Gold (SHS)
ETF
78463V107
3984968
16395
SH
SOLE
16395
0
0
SPDR Nuveen BLMG HG YL MP BND ETF
ETF
78464A284
264013
10050
SH
SOLE
10050
0
0
SPDR Nuven BLM SHT TM MPL BND ETF
ETF
78468R739
264770
5500
SH
SOLE
5500
0
0
SPDR S&P 500 ETF
ETF
78462F103
5244342
9140
SH
SOLE
9140
0
0
SPDR S&P Midcap 400 ETF
ETF
78467Y107
614734
1079
SH
SOLE
1079
0
0
Starbucks Corp Com
Common Stock
855244109
3069524
31485
SH
SOLE
31485
0
0
Stifel Finl Co
Common Stock
860630102
287146
3058
SH
SOLE
3058
0
0
Stryker Corp
Common Stock
863667101
2677698
7412
SH
SOLE
7412
0
0
Synopsys Inc
Common Stock
871607107
270412
534
SH
SOLE
534
0
0
Taiwan Semiconductr F Sponsored ADR
Common Stock
874039100
397183
2287
SH
SOLE
2287
0
0
Target Corp
Common Stock
87612E106
234302
1503
SH
SOLE
1503
0
0
Technology Select Sector SPDR ETF
ETF
81369Y803
1090195
4829
SH
SOLE
4829
0
0
Tesla Motors
Common Stock
88160R101
3755008
14352
SH
SOLE
14352
0
0
The CIGNA Group
Common Stock
125523100
281309
812
SH
SOLE
812
0
0
Thermo Fisher
Common Stock
883556102
4605622
7445
SH
SOLE
7445
0
0
TJX Companies Inc
Common Stock
872540109
374717
3188
SH
SOLE
3188
0
0
Trane Technologies PLC F
Common Stock
G8994E103
272499
701
SH
SOLE
701
0
0
Travelers
Common Stock
89417E109
239504
1023
SH
SOLE
1023
0
0
United Parcel SRVC Class B
Common Stock
911312106
358165
2627
SH
SOLE
2627
0
0
United Rentals Inc
Common Stock
911363109
236441
292
SH
SOLE
292
0
0
UnitedHealth Group
Common Stock
91324P102
1324432
2265
SH
SOLE
2265
0
0
Universal Display Co
Common Stock
91347P105
419800
2000
SH
SOLE
2000
0
0
US Bancorp
Common Stock
902973304
909872
19896
SH
SOLE
19896
0
0
Utilities Select (sector SPDR Fund)
ETF
81369Y886
4051076
50149
SH
SOLE
50149
0
0
Vaneck Gold Miners ETF
ETF
92189F106
382789
9613
SH
SOLE
9613
0
0
Vanguard FTSE Developed Markets ETF
ETF
921943858
1377918
26092
SH
SOLE
26092
0
0
Vanguard FTSE Emerging Markets ETF
ETF
922042858
5428917
113457
SH
SOLE
113457
0
0
Vanguard Growth Index Fund ETF
ETF
922908736
74093004
192985
SH
SOLE
192985
0
0
Vanguard Health Care ETF
ETF
92204A504
686889
2434
SH
SOLE
2434
0
0
Vanguard High Dividend Yield Index Fund ETF
ETF
921946406
71643194
558839
SH
SOLE
558839
0
0
Vanguard Information Technology Index Fund ETF
ETF
92204A702
1023477
1745
SH
SOLE
1745
0
0
Vanguard Muni BND Tax
Common Stock
922907746
475416
9300
SH
SOLE
9300
0
0
Vanguard S&P 500 ETF
ETF
922908363
1326628
2514
SH
SOLE
2514
0
0
Vanguard Short-Term Bond ETF
ETF
921937827
624798
7940
SH
SOLE
7940
0
0
Vanguard Total Bond Market ETF
ETF
921937835
655184
8723
SH
SOLE
8723
0
0
Vanguard Total Stock Market Index Fund ETF
ETF
922908769
1752760
6190
SH
SOLE
6190
0
0
Verizon
Common Stock
92343V104
450288
10026
SH
SOLE
10026
0
0
VGRD Itc ETF DV
ETF
92206C870
202172
2414
SH
SOLE
2414
0
0
Visa Inc
Common Stock
92826C839
8882292
32305
SH
SOLE
32305
0
0
Wal-Mart
Common Stock
931142103
2822777
34957
SH
SOLE
34957
0
0
Walt Disney
Common Stock
254687106
1762796
18326
SH
SOLE
18326
0
0
Wells Fargo & Co
Common Stock
949746101
643760
11396
SH
SOLE
11396
0
0
Wisdomtree Int RT HDG HGH YLD ETF
ETF
97717W430
398520
18000
SH
SOLE
18000
0
0
Zoetis Inc
Common Stock
98978V103
3022553
15470
SH
SOLE
15470
0
0